Overview
Assets Under Management: $110 million
High-Net-Worth Clients: 12
Average Client Assets: $9 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.74
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 22
Discretionary Accounts: 20
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 328453
Last Filing Date: 2025-01-29 00:00:00
Website: https://1015cp.com